Let Beckett Tax & Accounting, LLC cover all of your tax filing needs. Use our Tax Organizer to help you prepare for your tax appointment.
2021 TAX ORGANIZER
Use the Tax Organizer to help prepare for your tax appointment. Follow the instructions to determine which forms and information you need in order to complete your filing accurately and thoroughly.Download Now
Are you a returning client?You can also request a personalized tax organizer by calling the office (608) 310-8140
IRS Letters And Audits
State Letter And Audits
Tell us what you need
Contact us and let us know what services you need. We will ask you a few questions to ensure we pair you up with the right preparer. We can also provide additional information about the process and our pricing.
Prepare for the appointment
Please prepare and gather all tax-related materials needed for your appointment. For a list of documents and information needed, please see the link below
Arrive at your appointment
When you schedule an appointment with Beckett Tax we set aside time to provide you with the highest quality service. Our goal is to complete the tax return during this appointment. If we need to schedule another appointment due to missing information, an additional fee may be assessed.
Before we can file your return, we have some paperwork to sign, and we need to collect payment. For payment options, please see Payment Methods below. After documents are signed and payment is collected, we will provide a complete copy of your return for you to keep for your records.
If you need to reschedule, we do have a 24-hour cancelation policy. Please contact us at least 24 hours prior to your scheduled appointment time to avoid a cancelation fee. Fees start at $60 but may vary depending on the amount of time set aside for your return.
Cash (get a $5.00 discount) | Check | Credit and debit card (3% charge)
Susan McCafferty HarrisonFacebook Review
Beckett Tax is one of my best discoveries! Weston was over and above helpful, while being timely and extremely professional and detail-oriented. The rates are the best. We will definitely be using Beckett again!
Amanda ZelinskiFacebook Review
Tonya was awesome to work with! Highly, highly recommend going to anyone at Beckett Tax! Thanks again for making the whole process so stress free and for having our best interests in mind
Betty GuerreroFacebook Review
Gary was amazing! I had no clue what to do as a business owner and he made sure I got the most out of my tax return. Will most certainly come back!
Melanie JonesFacebook Review
My husband and I decided that our taxes were too complicated and we were afraid of messing something up, so we caved and went to a tax pro this year. Best decision ever. We will definitely be returning. Bethany saved us almost double what we paid for the appointment and we are very grateful.